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1. Overview

Within progress calculation, you You can define the project progress calculation option and progress thresholds that will be used throughout the system

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, within progress calculation setting page accessed through Project Settings > Progress Calculation page.

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2. Project Progress Calculation

Options

Method

Here you can define the calculation method for project progress that would be used throughout the system.

  • STEP 1: Progress Calculation Method
    Select a Project Progress Calculation Method that you prefer to be used as the default progress calculation method throughout the system. There are two options.

    1. Action based progress

    -
      • Selecting 'action based' will mean that for any project that is linked to an action, the progress will

    be taken to
      • be the progress that the user enters for the action.

  • Project based progress - Selecting ‘Project based progress' will mean that project progress will be calculated based on progress recorded against project/phase duration.

System defaults to 'action based progress'.

Info
      • When 'Action based progress' is selected as default, in an instance where a project is not linked to an action the progress will be calculated using the project based calculation.

      • System defaults to 'action based progress'.

    1. Project based progress

      • Selecting ‘Project based progress' will mean that project progress will be calculated based on progress recorded against project/phase duration.  

  • STEP 2: Project Based Progress Calculation Method Options
    Select a Project Based Progress Calculation Method that would be used to calculate project based progress throughout the system.

    1. Task Completion to date by Project

    -  Progress
      • Progress will be calculated based on the actual and target durations of the project

    (actual and target)
      • . If this option is selected

    ,
      • and when a project is linked with

    Planning area, Action
      • an action in Camms.Strategy, users will not be able to manually update the progress of the action

    in planning area
      • via the Camms.Strategy application (as the progress will be automatically updated based on the project progress).

    1. Task Completion to Date by Project Tasks

      • Progress will be calculated based on the actual and target durations of the tasks of the respective project.

    Automatic
    1. Auto Achievement

    -
      • The elapsed duration the project has been in progress as a percentage of the duration of the project from forecast/actual start to forecast/actual finish.

    Task
    1. Total Duration

    -
      • The actual total task days completed as a percentage of the forecast total project task days.

Refer Project Progress Calculation below, to see examples.

3. Project Progress Calculations

Example:

Time now = 26/9/12

Current Consider the below example, where the administrator changes their calculation method from Task Completion to date by Project to Task Completion to Date by Project Tasks.

When the external setting “Calculate the project target using durations of child tasks and independent tasks within Task Plan” is turned ON, the calculation will be done through child tasks as opposed to summary tasks and independent tasks. Please refer example below.

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Previous Calculation Method (When ‘Task Completion to Date by Project Tasks’ progress calculation option is selected).

Task Name

Duration to Date (as at 18th February 2022)

Total Duration

Task 1

4

92

Task 5

11

76

Task 8

10

27

Total

25

195

Target = (Task total SUM Duration to Date / Total SUM of Task Duration) * 100

             = (25/195)*100

             = 12.82%

New Calculation Method (When ‘Task Completion to Date by Project Tasks’ progress calculation option has been selected and the ‘Calculate the project target using durations of child tasks and independent tasks within Task Plan’ external setting is turned ON).

Task Name

Duration to Date (as at 18th February 2022)

Total Duration

Task 2

0

6

Task 3

0

6

Task 4

4

11

Task 7

11

15

Task 8

10

14

Total

25

52

Target = (Task total SUM Duration to Date / Total SUM of Task Duration) * 100

             = (25/52)*100

             = 48.07%

Selecting the new calculation option will provide a more accurate representation of the projects target and where it should be at to compare against the actuals.

Now consider the below example, which illustrates both the Auto Achievement and Total Duration calculation methods respectively.

Example:

Current Date = 18th February 2022

Current baseline = Proposed (phase 2)
Task Consider the task schedule is as follows:

Task

Scheduled Duration

Start Date

Finish Date

% complete

Task 1

100685

17/0701/20122021

03/12/20122022

0

Task 2

1011

23/0701/20122022

03/0802/20122022

100

Task 3

1011

30/0701/20122022

10/0802/20122022

100

Target =

[ # Working

(No. of working days from current baseline start to

Now/#

current date/No. of Working days from current baseline start to finish

]

)  *100

 =  

[<17/7/ to 26/9> / <17/7 to 3/12>]

(No of working days between 17/01/2021 and 18/02/2022) / (No. of working days between 17/01/2021 and 03/12/2022)*100

 =  [

51

397/

100

685] * 100

 

=

51%

57.95%

3. Auto Achievement Progress Calculation Method

Actual = [ No of Working days from Actual start date to

Now

Date /

#

No of Working days from forecast start to finish] * 100  

 =

[<17/7/ to 26/9>/ <17/7 to 3/12>]

((No of working days from 17/01/2021 to 18/02/2022)/ (No. of working days from 17/01/2021 to 03/12/2022)) * 100

 = [

51

397/

100

685] * 100

 =

 51%

 57.95%

Performance = (Target/Actual) *100

   = (

51/51

57.95/57.95) *100

   = 100%

4. Total Duration Calculation Method

Task Days

complete

completed = Sum[ (

# Days for

Duration of each task * % Complete of each task)/100]

T1

Task 1:

[

(

100

685*0)/100 = 0/100

]

= 0

T2: [(

10

11*100)/100] = 1100/100 =

10

11

T3: [(

10

11*100)/100] = 1100/100 =

10

11

Sum

Total no of task days completed =

20

11+11 = 22

Actual = [

#

Total no of Task Days Completed/

#

No. of Total Task Days Scheduled] * 100

= [

20/120

22/(685+11+11)] * 100

=[22/707] * 100

=

16

3.

67%

11%

Performance = (Actual/Target) *100

 = (

16

3.

67

21/

51

57.95) * 100

 =

 32

 5.

68%

36%

4. Project Threshold Setting

STEP 1: Specify ‘On track’ and ‘Off Track’

Specify On track and Off Track figures and click the

"Save"

save icon.

The progress threshold defined here will be synchronised with the ‘Action Progress Threshold’ in planning area and vise versa.

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Business Rule

Project/action Progress >= On Track value = On Track = Green

Project/action Progress <= Off Track value = Off Track = Red


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Project Settings